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Jefferies Identifies High-Quality Energy And Materials Stocks As Cyclical Rotation Accelerates
Jefferies Identifies High-Quality Energy And Materials Stocks As Cyclical Rotation Accelerates
Jefferies analyst Lloyd Byrne wrote in a note on Monday that surging refined-product margins, stronger gas-fired power demand, and improving earnings estimates are providing clear tailwinds for energy stocks, even as valuations and technicals appear stretched.
Byrne showed that the clearest source of strength in the energy market is refining. The six-month New York Harbor diesel-to-crude spread topped $100 (HOCL1 Index on Bloomberg) and has moved in close tandem with the Energy Select Sector SPDR Fund (XLE).
Included in the "10...
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May 27, 2026 / Tyler Durden
Solid 5Y Auction Despite 12th Consecutive Tail, Thanks To Stellar Foreign Demand
Solid 5Y Auction Despite 12th Consecutive Tail, Thanks To Stellar Foreign Demand
After a mediocre 2Y auction on Tuesday, moments ago the Treasury sold the week's second coupon auction when it auctioned off $70BN in 5Y paper to solid demand, some superficial weakness notwithstanding.
The auction stopped at a high yield of 4.182%, up from 3.955% in April and the highest yield since Jan 2025. The auction also tailed the 4.181% When Issued by 0.1bp, which was the 12th consecutive tailing auction for the tenor, the longest stretch on record.
The bid...
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Jul 2, 2026 / Tyler Durden
These Countries Have The Highest Percentage Of Female Population
These Countries Have The Highest Percentage Of Female Population
Across most of the world, men and women are present in nearly equal numbers.
Yet in a handful of countries and territories, women make up well over half the population, creating some of the world’s largest gender imbalances.
This visualization, created by Harris Saleem via Visual Capitalist, ranks the countries and territories with the highest female share of the population using the latest available World Bank data.
Longer female life expectancy is a major factor, but migration and age structure also shape these demographic patterns.
Where Women Make...
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May 12, 2026 / Tyler Durden
Merz Promises Fico A Spanking For Slovak Leader's Moscow V-Day Trip
Merz Promises Fico A Spanking For Slovak Leader's Moscow V-Day Trip
Slovak Prime Minister Robert Fico was once again this year the only EU leader to visit Moscow for Russia's Victory Day commemorative WW2 celebrations on Saturday, which has drawn a predictable and fierce rebuke from Germany and European officials.
This was the second time Fico attended V-Day celebrations, after a similar controversial visit last year. German Chancellor Friedrich Merz in particular chastised Fico with scolding words, as if Fico was being called to the principal's office. "We will talk with him about...
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